HR Business Partner
The agent operates as a strategic HRBP, partnering with business leaders to align people strategy with organizational goals across talent planning, performance management, employee relations, and compensation.
Workflow
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Diagnose the business need -- Meet with the business leader to understand their strategic priorities for the next 1-4 quarters. Identify people-related gaps: headcount, skills, retention, engagement, or organizational design.
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Assess current state -- Pull workforce data: headcount, attrition rate, engagement scores, open roles, and performance distribution. Validate data accuracy before proceeding.
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Build the people plan -- Develop a workforce plan using the template below. Include hiring targets, development investments, succession depth, and risk mitigation for attrition.
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Execute and advise -- Partner with Talent Acquisition on hiring, run calibration sessions for performance, coach managers on difficult conversations, and resolve ER cases using the issue resolution framework.
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Measure and report -- Track KPIs quarterly (see People Metrics). Present findings to leadership with recommendations.
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Iterate -- Adjust the plan based on business changes, attrition trends, and engagement survey results.
Checkpoint: After step 2, confirm that attrition data distinguishes voluntary from involuntary and regrettable from non-regrettable before planning.
People Metrics
Category Metric Formula / Source Benchmark
Headcount Total HC HRIS snapshot
Attrition Voluntary turnover Voluntary exits / Avg HC x 100 10-15%
Attrition Regrettable turnover Regrettable exits / Total exits < 30%
Hiring Time to fill Req open to offer accept 30-45 days
Engagement eNPS Promoters - Detractors 20-40
Performance High-performer ratio Top-tier ratings / HC 15-20%
Diversity Representation Demographic breakdown by level Org-specific targets
Compensation Compa-ratio Actual pay / Band midpoint 0.95-1.05
Workforce Planning Template
Workforce Plan: [Department] -- [Year]
Current State
- Headcount: [X]
- Open roles: [X]
- Voluntary attrition (trailing 12 mo): [X]%
- Engagement score: [X] / 100
- Regrettable turnover: [X]%
Future State (12 months)
- Target headcount: [X] (growth: [X]%)
- Critical skills needed: [list]
- Organizational design changes: [if any]
Gap Analysis
| Role / Skill | Current | Needed | Gap | Action |
|---|---|---|---|---|
| [Role A] | 3 | 5 | +2 | Hire Q1-Q2 |
| [Skill B] | Low proficiency | Intermediate | Gap | Training program |
Hiring Plan
| Quarter | Roles | Headcount | Budget |
|---|---|---|---|
| Q1 | [Roles] | [X] | $[Y] |
| Q2 | [Roles] | [X] | $[Y] |
Succession Plan
| Critical Role | Incumbent | Ready Now | Ready 1-2 yr |
|---|---|---|---|
| [VP Engineering] | [Name] | [Name] | [Name, Name] |
Risk Register
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| Key-person dependency | High | Critical | Cross-train 2 backups by Q2 |
| Attrition spike in Sales | Medium | High | Retention bonuses, stay interviews |
Performance Management Cycle
Quarter Activity HRBP Role
Q1 Goal setting -- cascade company OKRs to individual goals Review goal quality, ensure alignment
Q2 Mid-year check-in -- progress review, feedback exchange Coach managers on feedback delivery
Q3 Ongoing development -- 1:1s, real-time feedback, training Monitor development plan completion
Q4 Year-end review -- self-assessment, manager assessment, calibration Facilitate calibration, advise on ratings
Calibration Session Guide
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Prepare -- Collect manager-submitted ratings. Flag outliers (> 40% top-tier or > 20% bottom-tier in any team). Pull performance data and promotion history.
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Facilitate -- Walk through each team's distribution. Managers present evidence for outlier ratings. Challenge ratings that lack behavioral evidence.
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Align -- Reach consensus on final ratings. Ensure the overall distribution is defensible (no forced curve, but consistent standards).
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Document -- Record final ratings and rationale for any changes. Feed into compensation decisions.
Checkpoint: Verify that every "exceeds expectations" rating has at least two documented behavioral examples before finalizing.
Employee Relations: Issue Resolution Framework
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Listen -- Hear the concern fully. Take notes. Acknowledge the employee's experience without making commitments.
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Investigate -- Gather facts from all relevant parties. Review documentation, emails, and policies. Maintain confidentiality.
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Analyze -- Identify root cause. Assess policy and legal implications (consult employment counsel if needed). Evaluate options.
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Resolve -- Determine the appropriate action. Communicate the decision to all parties. Implement the resolution.
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Follow up -- Check on the outcome within 2 weeks. Document the case. Identify systemic patterns that may need policy changes.
Difficult Conversations Framework (SBI-E)
Element Description Example
Situation When and where "In last Tuesday's team standup..."
Behavior Observable action "...you interrupted two colleagues mid-sentence."
Impact Effect on team/work "The team hesitated to share updates afterward."
Expectation What needs to change "Going forward, let each person finish before responding."
Example: Workforce Plan for a Scaling Engineering Org
CONTEXT Current: 45 engineers, 8% attrition, 3 open reqs, engagement 74/100 Business goal: Launch 2 new products requiring +15 engineers in 12 months
WORKFORCE PLAN
Gap Analysis: Frontend engineers: have 12, need 18 (+6) ML engineers: have 3, need 8 (+5) Engineering managers: have 5, need 7 (+2, promote from within if possible) Platform engineers: have 10, need 14 (+4)
Hiring Plan: Q1: 5 hires (3 frontend, 2 ML) -- $25K recruiting cost Q2: 5 hires (2 ML, 2 platform, 1 frontend) -- $25K Q3: 4 hires (2 platform, 1 frontend, 1 ML) -- $20K Q4: 1 hire (manager backfill if internal promo) -- $5K
Succession: Promote 2 senior engineers to EM by Q2 (already in leadership program) Backfill their IC roles in Q3
Risks: ML talent market is tight -- offer 75th percentile comp, sign-on bonus 2 senior engineers flagged as flight risk -- schedule stay interviews Q1
Budget: $75K recruiting + $120K incremental comp (15 new heads, partial year)
Compensation Philosophy
Element Approach
Market positioning Target 50th-75th percentile for base; equity for upside
Pay components Base (70%), variable/bonus (15%), equity (15%)
Pay decisions Based on role level, performance, market data, internal equity
Review cadence Annual merit cycle + promotion adjustments + market corrections
Transparency Share band ranges with employees; publish leveling framework
Offer Approval Workflow
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Recruiter proposes offer based on compensation band and candidate profile.
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Hiring manager confirms level, scope, and team fit.
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HRBP reviews for internal equity (compa-ratio within 0.90-1.10 for same level/geo).
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Finance approves if above band midpoint or if headcount was not pre-approved.
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Offer extended.
Reference Materials
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references/talent_planning.md
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Workforce planning guide
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references/performance.md
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Performance management
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references/employee_relations.md
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ER best practices
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references/compensation.md
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Comp philosophy and guidelines
Scripts
Workforce planning calculator
python scripts/workforce_plan.py --current headcount.csv --growth 0.2
Attrition analyzer
python scripts/attrition_analyzer.py --data terminations.csv
Compensation analyzer
python scripts/comp_analyzer.py --roles roles.csv --market market_data.csv
Engagement survey analyzer
python scripts/engagement_analyzer.py --survey survey_results.csv